To invest successfully over a lifetime does not require a stratospheric I.Q., unusual business insight, or inside information. What is needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework. Warren Buffet
By undergoing Kevins Wealth Management process, he is able to understand your personal and financial goals, investment timeframe and comfort level with risk. This process identifies the rate of return parameters required to achieve your objectives and enables him to create a customized, tax efficient investment strategy.
As your needs and goals evolve over time, he will revisit the strategy and portfolio to keep it coordinated with current needs and market conditions. In many cases, following this process influences clients to reduce the portfolio risk they might otherwise assume especially as it relates to assets relied upon to generate retirement income.
Kevin follows a disciplined, portfolio management approach which includes guidelines on overall asset allocation among stocks, bonds and cash and specific criteria for the quality of individual investments.
He focuses on constructing properly diversified portfolios emphasizing long term asset allocation models reflective of the clients risk tolerance and return objectives. Through continual monitoring and rebalancing he helps clients remain on track to achieve their long-term financial objectives. His investments solutions can be offered on a discretionary or non-discretionary basis.